Private Wealth Management Group’s WEC Energy WEC Stock Holding History

Private Wealth Management Group’s Portfolio WEC Stock Details WEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.94K	Hold	34	–	–	﹤0.01%	853
2025 Q4	$3.59K	Hold	34	–	–	﹤0.01%	899
2025 Q3	$3.9K	Hold	34	–	–	﹤0.01%	893
2025 Q2	$3.54K	Hold	34	–	–	﹤0.01%	898
2025 Q1	$3.71K	Sell	34 -28	-45%	-$2.86K	﹤0.01%	844
2024 Q4	$5.83K	Buy	62 +28	+82%	+$2.71K	﹤0.01%	680
2024 Q3	$3.27K	Hold	34	–	–	﹤0.01%	887
2024 Q2	$2.67K	Hold	34	–	–	﹤0.01%	949
2024 Q1	$2.79K	Hold	34	–	–	﹤0.01%	834
2023 Q4	$2.86K	Buy	+34	New	+$2.8K	﹤0.01%	819

Other funds holding WEC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Private Wealth Management Group's WEC Position: Q1 2026 in Review

Private Wealth Management Group held its WEC Energy (WEC) position steady in Q1 2026 at 34 shares worth $3.94K. The position accounts for ﹤0.01% of the portfolio, ranked #853.

Private Wealth Management Group first reported a position in WEC in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.83K in Q4 2024. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

Private Wealth Management Group held 34 shares of WEC Energy worth $3.94K as of Q1 2026.
Private Wealth Management Group left its WEC Energy share count unchanged in Q1 2026.
WEC Energy made up ﹤0.01% of Private Wealth Management Group's portfolio in Q1 2026, its #853 holding.
Private Wealth Management Group first reported a position in WEC Energy in Q4 2023 and has held it in 10 quarters since.
Private Wealth Management Group's WEC Energy position peaked at $5.83K in Q4 2024.
1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.